HUMAN SERVICES RESEARCH INSTITUTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN SERVICES RESEARCH INSTITUTE INC (EIN 52-1039368)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-13
- IRS object ID
- 202100449349301000
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-13T08:46:28-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521039368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN SERVICES RESEARCH INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMA | BusinessNameControlTxt |
| Phone | 6178760426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUGHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6178760426 | PhoneNum |
| Signature | 2021-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2021-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HUGHES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,824,634 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HSRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CONDUCT RESEARCH AND POLICY STUDIES IN HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,075,689 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,606,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,818 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,610 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,124,507 | PYTotalRevenueAmt |
| CY Total Revenue | $9,654,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,606,108 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,930,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,397,167 | PYOtherExpensesAmt |
| CY Other Expenses | $3,724,571 | CYOtherExpensesAmt |
| PY Total Expenses | $9,003,275 | PYTotalExpensesAmt |
| CY Total Expenses | $9,654,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $121,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,262,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,219,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,625,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,512,022 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,637,377 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,707,741 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CONDUCT GOVERNMENT FUNDED RESEARCH AND POLICY STUDIES TO ASSIST IN AREAS RELATED TO INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, POPULATION HEALTH, BEHAVIORAL HEALTH, AND CHILD AND FAMILY SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,350,880 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INTELLECTUAL AND DEVELOPMENTAL DISABILITIES:HSRI HAS BEEN INVOLVED IN THE FIELD OF DEVELOPMENTAL DISABILITIES SINCE THE ORGANIZATION'S INCEPTION IN 1976. THE INSTITUTE'S WORK HAS TRACKED THE IMPORTANT AND HISTORIC CHANGES THAT HAVE TAKEN PLACE DURING THAT TIME INCLUDING THE MOVEMENT OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES OUT OF PUBLIC INSTITUTIONS, THE USE OF MEDICAID WAIVER FUNDS TO LEVERAGE THAT TRANSITION, THE CREATION OF COMMUNITY SUPPORTS, THE GROWTH OF THE FAMILY SUPPORT MOVEMENT, THE EXPANSION OF QUALITY ASSURANCE AND IMPROVEMENT SYSTEMS, SUPPORT FOR THE EXPANDING SELF-ADVOCACY MOVEMENT, AND THE PRESS FOR SELF-DETERMINATION.HSRI HAS STRONG COLLABORATIONS WITH NATIONALLY RECOGNIZED ORGANIZATIONS INCLUDING OUR PARTNERSHIP WITH THE NATIONAL ASSOCIATION OF DIRECTORS OF DEVELOPMENTAL DISABILITIES TO SUPPORT THE NATIONAL CORE INDICATORS AN OUTCOME MEASUREMENT SYSTEM THAT SPANS NEARLY 50 STATES. THE INSTITUTE ALSO PARTNERS WITH ACADEMIC INSTITUTIONS INCLUDING THAT INSTITUTE ON COMMUNITY INCLUSION AT THE UNIVERSITY OF MASSACHUSETTS AS WELL AS THE RESEARCH AND TRAINING CENTER ON COMMUNITY INTEGRATION AT THE UNIVERSITY OF MINNESOTA.FINALLY, HSRI ALSO ASSISTS IDD AGENCIES AROUND THE COUNTRY TO ALLOCATE RESOURCES MORE EFFICIENTLY, EFFECTIVELY, AND EQUITABLY. THIS PROCESS OFTEN INVOLVES SYSTEMS CHANGES TO ALTER THE SERVICES AVAILABLE, REBASE REIMBURSEMENT RATES, ASSESS INDIVIDUAL SUPPORT NEEDS, AND ASSIGN PERSONAL SUPPORTS BUDGETS TO EACH INDIVIDUAL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,371,229 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | POPULATION HEALTH:HSRI WORKS CLOSELY WITH A VARIETY OF FEDERAL, STATE AND PRIVATE ENTITIES TO DESIGN, IMPLEMENT, AND EVALUATE HEALTH DATA SYSTEMS WITH THE GOAL OF PROVIDING HIGH-QUALITY DATA FOR BOTH SYSTEM MANAGEMENT AND RESEARCH FUNCTIONS. THIS INCLUDES WORKING WITH STAKEHOLDERS TO IMPROVE DATA QUALITY, ENSURING THAT SYSTEMS MAKE USE OF BEST PRACTICES AND RELEVANT DATA STANDARDS, CREATING AND MAINTAINING CUSTOM DATA WAREHOUSES THAT PROPERLY SECURE SENSITIVE HEALTH DATA, AND PRODUCING ANALYTIC AND DATA PRODUCTS THAT PROVIDE VALUE TO RESEARCHERS, EVALUATORS, POLICY MAKERS, PROGRAM MANAGERS, ADVOCACY ORGANIZATIONS, AND THE PUBLIC.HSRI PRIDES ITSELF ON CREATING HEALTH DATA SYSTEMS THAT ARE RESPONSIVE TO THE NEEDS OF ALL STAKEHOLDERS: FUNDERS, DATA SUBMITTERS, DATA USERS, AND THE GENERAL PUBLIC. BASED ON THIS PRINCIPLE, OUR HEALTH DATA SYSTEMS ARE DESIGNED SO PROVIDER ORGANIZATIONS AND STATES CAN MANAGE THEIR INFORMATION ASSETS; TO FACILITATE RETRIEVAL OF RELEVANT INFORMATION QUICKLY AND EFFICIENTLY; TO INSURE THE RELIABILITY OF DATA SUBMITTED; TO MEET THE NEEDS OF MULTIPLE DATA USERS RELATED TO PROGRAM OVERSIGHT, COST MONITORING, QUALITY ASSURANCE AND PROGRAM EVALUATION; AND TO QUICKLY PROVIDE THOSE DATA BACK TO STAKEHOLDERS IN A USER-FRIENDLY FASHION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,911,835 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BEHAVIORAL HEALTH:ONE OF THE FOCUSES OF HSRI'S WORK IS BEHAVIORAL HEALTH. THE BEHAVIORAL HEALTH TEAM WITHIN HSRI IS COMPRISED OF STAFF THAT HAVE WORKED ON PROJECTS THAT ADDRESS A WIDE VARIETY OF ISSUES RELATED TO THE PREVENTION AND TREATMENT OF SUBSTANCE ABUSE AND MENTAL ILLNESS AND THAT PROVIDE SUSTAINABLE WAYS TO IMPROVE SERVICES THAT LEAD TO RECOVERY AND ADVANCE THE QUALITY OF LIFE FOR PERSONS WITH SUBSTANCE USE DISORDERS AND SERIOUS MENTAL ILLNESS. THE BEHAVIORAL HEALTH TEAM HAS WORKED WITH FEDERAL, STATE, COUNTY, PROVIDERS AND FOUNDATION PARTNERS OVER THE YEARS IN A WIDE RANGE OF PROJECTS THAT HAVE FOCUSED ON NEEDS ASSESSMENT AND SYSTEMS PLANNING, GAP ANALYSIS, POLICY PLANNING AND ANALYSIS, TECHNICAL ASSISTANCE AND TRAINING, QUALITY AND PERFORMANCE INDICATORS, PROGRAM EVALUATION AND DATA ANALYSIS. THE BEHAVIORAL HEALTH STAFF HAS: CONDUCTED NEEDS ASSESSMENT TO IDENTIFY SERVICE NEEDS AT THE NATIONAL, STATE AND LOCAL LEVELS; IDENTIFIED, IMPLEMENTED AND EVALUATED EVIDENCE-BASED PRACTICES AND PROMISING PRACTICES IN THE AREAS OF HOUSING, EMPLOYMENT, CASE MANAGEMENT, INTEGRATED SERVICES, PEER-OPERATED SERVICES, ETC.; EVALUATED THE CULTURAL COMPETENCY OF SERVICES; DEVELOPED COMPUTERIZED BUDGET SIMULATION AND RESOURCE ALLOCATION MODELS FOR PROJECTING THE COSTS AND POTENTIAL COST OFFSETS OF IMPLEMENTING JAIL OR PRISON DIVERSION PROGRAMS FOR OFFENDERS WITH MENTAL ILLNESS; AND HAVE CONDUCTED SYNTHETIC ESTIMATIONS AND OTHER TECHNIQUES TO ASSIST STATES AND COUNTIES PREPARE FOR HEALTH CARE REFORM. THE BEHAVIORAL HEALTH TEAM ALSO WORKS WITH HEALTH DATA IN BUILDING DATA WAREHOUSES AND WORKING WITH STATES ON USING THIS DATA TO TRACK UTILIZATION, COST AND MONITORING QUALITY. FUNDING FOR PROJECTS OF THE BEHAVIORAL HEALTH TEAM HAS COME FROM THREE CENTERS OF THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (CENTER FOR MENTAL HEALTH SERVICES, CENTER FOR SUBSTANCE ABUSE PREVENTION, AND CENTERS FOR SUBSTANCE ABUSE TREATMENT), CENTER FOR MEDICARE AND MEDICAID SERVICES ("CMS"), FOUNDATIONS, STATES, COUNTIES AND LOCAL PROVIDERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,319,038 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHILD, YOUTH AND FAMILY:HSRI PROVIDES PROGRAM EVALUATION, CONSULTATION, TRAINING AND TECHNICAL ASSISTANCE TO CHILD-SERVING AGENCIES TO PROMOTE BEST PRACTICES. THEY ALSO SUPPORT CROSS-AGENCY APPROACHES TO ADDRESS THE WHOLE NEEDS OF CHILD WELFARE-INVOLVED FAMILIES, INCLUDING CHILDREN AND FAMILIES WITH DEVELOPMENTAL DISABILITIES AND FAMILIES LIVING WITH MENTAL HEALTH OR SUBSTANCE USE ISSUES.THE INSTITUTES APPROACH HINGES ON STRONG COMMUNICATION AND COLLABORATION, MAKING SURE OUR WORK IS GROUNDED IN THE REALITY OF THE CURRENT SERVICE ENVIRONMENT AS EXPERIENCED BY CHILDREN AND FAMILIES. THEY ALSO FIND VALUE IN SHARING FINDINGS AS A PROJECT PROGRESSES, SO EVERYONE INVOLVED CAN SEE THE VALUE OF THE EFFORT AND MAKE ONGOING ADJUSTMENTS AS NEEDED.VERITY ANALYTICS:VERITY ANALYTICS HELPS POLICY MAKERS AND OTHERS IMPROVE WORKFLOWS AND MAKE INFORMED POLICY DECISIONS TO DRIVE PERSON-CENTERED OUTCOMES - ALL WHILE STAYING COMPLIANT WITH DATA SECURITY REQUIREMENTS. VERITY ANALYTICS IS A CLOUD-BASED BUSINESS INTELLIGENCE SOFTWARE THAT ENABLES USERS TO WORK MORE EFFICIENTLY TO MONITOR SYSTEM PERFORMANCE AND IMPROVE WORKFLOWS. BUILT TO BE EASILY CONSUMED AND SHARED, VERITY ANALYTICS PROVIDES THE FOUNDATION TO ANSWER BIG PREDICTIVE QUESTIONS, EXAMINE POLICY IMPLICATIONS, AND COORDINATE STRATEGIES ACROSS AGENCIES. WHETHER INTERACTING WITH THE DATA FROM YOUR OWN DASHBOARDS, PUBLISHING POINT-IN-TIME EXTRACTS, OR PROVIDING A LIVE INTERACTIVE DEMONSTRATION WITH KEY STAKEHOLDERS, THESE DATA CAN HELP YOU MAKE DATA-DRIVEN DECISIONS THAT BEST SERVE PEOPLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,319,038 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,952,982 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA EDWARDS DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178760426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MAUREEN BOOTH | |||||||
| VICE CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR ROY GABRIEL | |||||||
| SECRETARY - TREASURER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| RUTH LUCKASSON | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DR SHERYL WHITE-SCOTT | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CATHY FICKER TERRILL | |||||||
| MEMBER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN DAY | |||||||
| CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FINN GARDINER | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN AGOSTA PHD | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | $200,753 | $0 | $21,288 | ||
| DAVID HUGHES | |||||||
| PRESIDENT | 40.00 | Yes (X) | $207,167 | $0 | $11,727 | ||
| VALERIE J BRADLEY | |||||||
| PRESIDENT EMERITUS | 30.00 | $159,216 | $0 | $8,935 | Yes (X) | ||
| DAVID NETHAWAY | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $138,049 | $0 | $20,240 | Yes (X) | ||
| NILUFER ISVAN | |||||||
| SR. POLICY RESEARCH ASSOC. | 40.00 | $143,825 | $0 | $19,665 | Yes (X) | ||
| KEVIN ROGERS | |||||||
| SR. BUSINESS SYSTEMS ANALY | 40.00 | $143,647 | $0 | $7,345 | Yes (X) | ||
| ANNA EDWARDS | |||||||
| DIRECTOR OF FINANCE | 40.00 | $127,252 | $0 | $18,339 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,119,909 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,539 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORC | |||||
| UCHI 55 EAST MONROE STREET 20TH FL | CHICAGO | IL | 60603 | PROGRAM CONSULTANT | $668,819 |
| BURNS & ASSOCIATES | |||||
| 3030 NORTH 3RD STREET SUITE 200 | PHOENIX | AZ | 85012 | PROGRAM CONSULTANT | $368,560 |
| NASHIA | |||||
| PO BOX 1878 | ALABASTER | AL | 35007 | PROGRAM CONSULTANT | $253,907 |
| WESTAT | |||||
| PO BOX 1004 | ROCKVILLE | MD | 20850 | PROGRAM CONSULTANT | $134,273 |
| XINONIX INTERACTIVE DEVELOPMENT | |||||
| 18 RIDGE ST | WINCHESTER | MA | 01890 | PROGRAM CONSULTANT | $130,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,606,019 | GovernmentGrantsAmt |
| Total Contributions | $9,606,019 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,972 | TotalRevenueColumnAmt |
| Exclusion | $28,972 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189,643 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $170,005 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,638 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,638 | TotalRevenueColumnAmt |
| Exclusion | $19,638 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,654,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,469 | TotalAmt |
| Program Services | $428,720 | ProgramServicesAmt |
| Management And General | $22,749 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,749,256 | TotalAmt |
| Program Services | $3,614,556 | ProgramServicesAmt |
| Management And General | $134,700 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,425 | TotalAmt |
| Program Services | $198,017 | ProgramServicesAmt |
| Management And General | $7,408 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,268 | TotalAmt |
| Program Services | $1,111,589 | ProgramServicesAmt |
| Management And General | $43,679 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,967 | TotalAmt |
| Program Services | $355,132 | ProgramServicesAmt |
| Management And General | $13,835 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724 | TotalAmt |
| Management And General | $1,724 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,677 | TotalAmt |
| Management And General | $29,677 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,531,383 | TotalAmt |
| Program Services | $2,314,756 | ProgramServicesAmt |
| Management And General | $216,627 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,666 | TotalAmt |
| Program Services | $350,482 | ProgramServicesAmt |
| Management And General | $60,184 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,346 | TotalAmt |
| Program Services | $229,680 | ProgramServicesAmt |
| Management And General | $17,666 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,831 | TotalAmt |
| Program Services | $230,123 | ProgramServicesAmt |
| Management And General | $16,708 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,258 | TotalAmt |
| Program Services | $64,051 | ProgramServicesAmt |
| Management And General | $33,207 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,457 | TotalAmt |
| Program Services | $7,717 | ProgramServicesAmt |
| Management And General | $33,740 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,609 | TotalAmt |
| Program Services | $43,454 | ProgramServicesAmt |
| Management And General | $3,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,406 | TotalAmt |
| Management And General | $18,406 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| STAFF DEVELOPMENT AND E | $31,416 | $31,416 | |
| MISCELLANEOUS EXPENSE | $21,798 | $17,093 | $4,705 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,654,956 | TotalAmt |
| Program Services | $8,952,982 | ProgramServicesAmt |
| Management And General | $701,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,789 | BOYAmt |
| EOY | $456,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,066 | BOYAmt |
| EOY | $1,226,282 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,685 | BOYAmt |
| EOY | $2,689,557 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,757 | BOYAmt |
| EOY | $11,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,457,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,330 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,407,722 | BOYAmt |
| EOY | $1,382,612 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,318,880 | BOYAmt |
| EOY | $1,437,565 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,500 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,428 | BOYAmt |
| EOY | $15,724 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,262,827 | BOYAmt |
| EOY | $7,219,763 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,856 | BOYAmt |
| EOY | $583,241 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,739 | BOYAmt |
| EOY | $2,233,336 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,855 | BOYAmt |
| EOY | $708,545 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $986,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,625,450 | BOYAmt |
| EOY | $4,512,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,637,377 | BOYAmt |
| EOY | $2,707,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,637,377 | BOYAmt |
| EOY | $2,707,741 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,262,827 | BOYAmt |
| EOY | $7,219,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$327 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $80,528 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$9,837 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,057,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,329,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,731,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,075,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,606,019 | CurrentTaxYearAmt |
| Total | $45,800,206 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,057,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,329,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,731,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,075,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,606,019 | CurrentTaxYearAmt |
| Total | $45,800,206 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $45,800,206 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,972 | CurrentTaxYearAmt |
| Total | $99,934 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,972 | CurrentTaxYearAmt |
| Total | $99,934 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,490 | CurrentTaxYearMinus3YearsAmt |
| Total | $14,450 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,084,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,342,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,748,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,104,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,634,991 | CurrentTaxYearAmt |
| Total | $45,914,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99750 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99790 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $457,942 | OtherCostOrOtherBasisAmt |
| Book Value | $457,942 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,000,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,330 | DepreciationAmt |
| Book Value | $924,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,382,612 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONDITIONAL GRANT ADVANCE | Desc |
| Amt | $986,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $986,900 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,725,320 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $80,528 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $80,528 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,644,792 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,837 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $9,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,654,629 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,654,956 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,654,956 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,654,956 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN AGOSTA PHD | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $200,753 | $0 | $0 | $0 | $0 | $0 | $10,135 | $0 | $11,153 | $0 | $222,041 | $0 | $0 | $0 |
| DAVID HUGHES | ||||||||||||||
| PRESIDENT | $207,167 | $0 | $0 | $0 | $0 | $0 | $10,788 | $0 | $939 | $0 | $218,894 | $0 | $0 | $0 |
| VALERIE J BRADLEY | ||||||||||||||
| PRESIDENT EMERITUS | $159,216 | $0 | $0 | $0 | $0 | $0 | $8,006 | $0 | $929 | $0 | $168,151 | $0 | $0 | $0 |
| DAVID NETHAWAY | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $138,049 | $0 | $0 | $0 | $0 | $0 | $7,372 | $0 | $12,868 | $0 | $158,289 | $0 | $0 | $0 |
| NILUFER ISVAN | ||||||||||||||
| SR. POLICY RESEARCH ASSOC. | $143,825 | $0 | $0 | $0 | $0 | $0 | $7,604 | $0 | $12,061 | $0 | $163,490 | $0 | $0 | $0 |
| KEVIN ROGERS | ||||||||||||||
| SR. BUSINESS SYSTEMS ANALY | $143,647 | $0 | $0 | $0 | $0 | $0 | $7,345 | $0 | $0 | $0 | $150,992 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERY BRADLEY & LEWIS SARGENTICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FOUNDER | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $968,000 | OriginalPrincipalAmt |
| Balance Due | $708,545 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $708,545 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENEDED THEIR BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT AND THE BOARD. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. A REVIEW IS CONDUCTED AT A BOARD OF TRUSTEES MEETING PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CORPORATE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN AND UPDATE PERIODICALLY, A CONFLICT OF INTEREST CERTIFICATE AND DISCLOSURE FORM. EACH TIME A STAFF PERSON RECEIVES ANYTHING OF VALUE AS PART OF THEIR WORK, THEY ARE REQUIRED TO DISCLOSE THE FOLLOWING TO THEIR SUPERVISOR: 1. THE NAME OF THE PERSON GIVING THE GIFT. 2. THE NATURE OF THE GIFT. 3. THE VALUE OF THE GIFT. 4. THE CIRCUMSTANCES SURROUNDING THE RECEIPT OF THE GIFT. IF QUESTIONS ARISE CONCERNING A POSSIBLE CONFLICT OF INTEREST, EMPLOYEES ARE EXPECTED TO REQUEST ADVICE FROM THEIR SUPERVISOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY FIVE YEARS THE ORGANIZATION USES AN OUTSIDE CONSULTING FIRM TO REVIEW THE SALARIES OF ALL EMPLOYEES INCLUDING CORPORATE STAFF AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATE'S OFFICE. THE ANNUAL FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL FILING WITH THE STATE ATTORNEY GENERAL AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THEY ARE ALSO AVAILABLE ON GUIDESTAR. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC AS IT DOES NOT BELIEVE THAT A PUBLIC PURPOSE WOULD BE SERVED BY DOING SO. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTORS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 2,314,756. MANAGEMENT AND GENERAL EXPENSES 188,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,503,571. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,812. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,812. |
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